Inserting Charts

Learn how to insert and customize charts in Microsoft Word to visually represent data from a built-in spreadsheet editor.

Video

Watch the lesson video, then complete the reading and challenge.

Lesson Notes

Read through the key concepts before you try the challenge.

Inserting a Chart

Go to Insert → Chart. The Insert Chart dialog opens with a list of chart types on the left. Select the type you want (such as Column, Bar, Pie, or Line), choose a subtype, and click OK.

Chart button on the Insert tab
Insert Chart dialog with chart types

Editing Chart Data

After inserting a chart, a small Excel-style spreadsheet opens next to it. Edit the sample data in this window — the chart updates automatically as you type. Close the data window when you are done.

Chart data spreadsheet editor
Chart updated to reflect new data

Changing the Chart Type

Right-click the chart and choose Change Chart Type to switch to a different visualization. You can switch between column, bar, line, pie, and many other types.

Change Chart Type option in right-click menu

Chart Design and Format Tabs

Clicking a chart reveals two contextual tabs: Chart Design (for layouts, styles, and data) and Format (for shapes, fills, and text formatting). Use these to customize the appearance of your chart.

Chart Design and Format contextual tabs

Adding Chart Titles and Labels

On the Chart Design tab, click Add Chart Element to add or adjust chart titles, axis titles, data labels, legends, and gridlines.

Add Chart Element menu
Chart with a title and data labels

Applying a Chart Style

In the Chart Design tab, browse the Chart Styles gallery to quickly apply a coordinated color scheme and style to the entire chart.

Chart Styles gallery on the Chart Design tab

Knowledge Check

What opens automatically when you insert a chart in Word?

Practice File

Download this file and follow along with the lesson.

Challenge

Apply what you've learned in this lesson.

Complete the following tasks:

  1. Insert a Column chart into the practice document.
  2. Replace the sample data with your own values (at least 3 categories, 2 series).
  3. Add a chart title.
  4. Add data labels to the chart.
  5. Change the chart type to a Bar chart.
  6. Apply a chart style from the Chart Design tab.